by admin | Aug 30, 2023 | Articles
I know this is a newsletter about running a better accounting firm but some people have said they’d like to hear a little about the trip Kate and I did in Europe recently, so I’ve added this as a bonus article. Air Travel Kate and I describe international air travel...
by Rob Pillans | Aug 30, 2023 | Articles
In an earlier article I focused on why and how an accounting firm would use a CRM tool. In this article I talk about some options that firms have available. You might recall I said a CRM system provides a suite of tools designed to streamline the operations of a...
by Rob Pillans | Aug 30, 2023 | Articles
Xero’s big conference is known as Xerocon and was held in Sydney on 23 and 24 August 2023. I attended both days in my role as an accounting firm coach, consultant and mentor to keep up to date with what’s going on in the tech space. Here are my takeaways. Xero know...
by Rob Pillans | Aug 30, 2023 | Articles
In part 1 of this 2 part article I introduced you to the table below which gives a high level summary of what I like to see included in an accounting firm business plan. I expanded on items 1 to 7 last time so this time it’s all about 8 to 15. What Where we are today...
